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Client Accounting Senior - Accounting Family Office

Company: UHY
Location: Ann Arbor
Posted on: November 22, 2022

Job Description:

Position SummaryTHE FOCUS IS YOU: -UHY is looking to add a Client Accounting Senior to our Accounting Family Office team which is a subgroup of our Client Accounting Advisory Services team. -Client Accounting Seniors are employees who are interested in pursuing a career in professional accounting services with a focus on high-net-worth individual's personal finances, accounting for investment securities and brokerage accounts. - During this time, Client Accounting Seniors will focus on further developing their accounting and technical skills, understanding, and executing diligent client service, and getting oriented to the Firm's practices, policies, and culture.WHAT YOU WILL DORegular duties include (but are not limited to):Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill baseGrasps concepts quickly and demonstrates knowledge of basic technical skills, as well as related knowledge of necessary systems and proceduresMakes well-thought-out decisions and considers all facts, with the best interest of the client in mindAsks appropriate questions and requests supervision when in need of assistanceFollows regulations and professional ethics of the AICPA and the state societyDemonstrates ability to work independently on engagements or assist professional staff in:Performing bookkeeping and general accounting services for clientCompleting and reviewing of month-end work (reconciliation of bank accounts, post cash receipts and cash disbursements, accounts payable, accounts receivable, calculate and record monthly accruals, record journal entries, prepare financial statements, review G/L detail to be sure sufficient information is provided for preparation of year-end returns)Reviews Client Accounting Associate's workDevelops proficiency in use of all technology necessary for performance executionMaintains designated chargeable hours for the year (determined by Geography & Discipline leaders) -Ensures quality control procedures are being executed under direction of supervisorMaintains positive client relationships -Responds timely and accurately to internal team and client requestsDevelops efficient work habits to work accurately, efficiently, and with organization and detail-orientationDemonstrates willingness to understand how to work within budgetary parametersAppropriately communicates difficult situations encountered on engagements to supervisorPerform thorough self-review of all work prior to submission to supervisorWHAT WE ARE LOOKING FORExperiencePrior and current general accounting experience in public accounting, corporate or private businessProficient knowledge of accounting software, Excel, Word, and PowerPointExperience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, are a plusEducationBachelor's Degree or equivalent experience requiredLicense / CertificationCPA license a plusWHO WE AREREADY TO DELIVERWe take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.A LEGACY OF COMMITMENT, GROWTH AND SERVICEWe know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOUA licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.Reach out to us today to learn how we can help you.WHAT WE OFFERGreat Culture -- Team-like culture of a small office with the benefits of a large firmCompetitive Compensation -- Based on the role, credentials, and experienceComprehensive Benefits -- We offer group health insurance, dental, vision, 401K, PTOJob SummaryJob IDCategoryTypeRecruiter: 2022-3485Accounting/FinanceExperienced HireJenna Hassen

Keywords: UHY, Ann Arbor , Client Accounting Senior - Accounting Family Office, Other , Ann Arbor, Michigan

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